Personal Banker

Job Description

Job Description

Help Our Members Build Dreams and Change Lives

At Harborstone Credit Union, we're more than a financial institution—we're a team dedicated to helping our members achieve financial well-being and creating opportunities that last for generations. Our teammates are at the heart of everything we do, and we're proud to be known as one of the friendliest credit unions in the Pacific Northwest.

If you're passionate about building relationships, delivering exceptional service, and helping people reach their financial goals, we'd love to meet you.

Why Harborstone?

At Harborstone Credit Union, we invest in our employees and their families by offering a comprehensive and competitive benefits package, including:

• Competitive pay: $22.74-$34.12/hour DOE
• 401(k) with employer match
• Medical, dental, and vision coverage
• Employer contribution toward dependent medical premiums
• Generous paid time off and holidays
• Professional development and career growth opportunities
• Employee appreciation and recognition programs
• Discounted employee financial products
• A mission-driven culture focused on helping members and communities thrive
• A collaborative, supportive culture that values work-life balance and employee well-being

About the Role

As a Personal Banker , you'll act as a trusted financial partner for our members, helping them navigate important financial decisions and achieve their goals. You'll build lasting relationships, identify members' financial needs, and recommend tailored products and services that create real value.

This role is ideal for someone who enjoys connecting with people, thrives in a sales and service environment, and is motivated by helping others succeed financially.

What You'll Do

Deliver Outstanding Member Experiences

• Welcome members warmly and create positive first impressions
• Provide exceptional service in person, over the phone, and via email
• Build strong, long-term relationships by becoming a trusted financial resource

Guide Members Toward Financial Success

• Conduct comprehensive financial needs assessments
• Recommend and open financial products and services, including:
  • Checking and savings accounts
  • Consumer loan products
  • Credit cards
  • Other financial solutions designed to meet member goals
• Educate members on products, services, and self-service tools that can simplify their financial lives

Support Daily Banking Operations

• Process deposits, withdrawals, transfers, payments, and other transactions accurately and efficiently
• Perform account maintenance and updates while adhering to credit union policies and procedures
• Maintain detailed and accurate member documentation

Solve Problems and Create Solutions

• Address member questions and concerns with professionalism and empathy
• Resolve issues promptly and effectively
• Escalate complex matters when appropriate to ensure positive outcomes

Contribute to Branch Success

• Identify opportunities to connect members with beneficial products and services
• Support branch growth goals through referrals and relationship development
• Stay current on products, industry trends, and regulatory requirements through ongoing training

What You'll Bring

Required Qualifications

• High school diploma or equivalent
• Minimum of one year of banking, credit union, or financial services experience
• Strong customer/member service skills in a fast-paced environment
• Excellent verbal communication and relationship-building abilities
• Basic understanding of financial products and services
• Strong attention to detail and accuracy
• Problem-solving and critical-thinking skills
• Proficiency with computers, financial systems, and digital tools

What Makes You Stand Out

• Proven success in sales, referrals, or cross-selling financial products
• Passion for helping people improve their financial well-being
• Ability to simplify complex financial concepts and make them easy to understand
• Collaborative, team-oriented mindset
• Adaptability and willingness to learn and grow

What Success Looks Like

In this role, you'll succeed by:

• Building trusted relationships with members
• Identifying opportunities that improve members' financial health
• Generating quality referrals for products and services
• Supporting branch growth goals
• Delivering exceptional member experiences every day

Compliance & Professional Responsibility

This position requires adherence to all applicable regulatory, compliance, information security, Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and OFAC requirements. Team members are expected to complete all required compliance and security training and maintain the highest standards of professionalism, integrity, and member confidentiality.

Physical Considerations:

• Must be able to effectively read, write, and listen as well as communicate verbally, electronically and in written form with employees, members, board members, vendors, and the general public as required.
• May be asked to handle, move, and/or carry large boxes of supplies weighing up to 25 pounds.
• May require stooping, bending, squatting, and reaching for limited periods of time.
• May require sitting and standing for long periods of time.

Join Us

If you're looking for a career where you can make a difference, build meaningful relationships, and help people achieve their financial goals, we encourage you to apply today.

Become a Personal Banker at Harborstone Credit Union and help us build dreams, change lives, and create brighter financial futures.